Remote - Client Success Team Lead

AO Garcia Agency; Norwalk (CT); Remote; USD 40,000 - 68,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

AO Globe Life is seeking a remote financial-services professional, designed around warm leads and a structured training system. It offers coaching and a potential long-term career for competitive self-starters who enjoy helping families.

Daily work includes speaking with information-seekers, mapping needs for protection options, guiding enrollment flows, and building a served client list. Provided resources include pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing

Qualifications

• Willing to be coached for a long-term career.
• Self-starters who like helping families.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Coachable

Self-starter

Tools

Remote tools

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.